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Saturday, January 20, 2018 11:53:27 AM
You two have very convincing arguments. What I am not getting Hotmeat is it seems you feel that everything must flow thru the LT and I reading that right? I am curious in simple terms can you give a short Synopsis of how you see recovery if any to the different classes? Also if I may Hotmeat, why would would they dissolve the KKR guaranty/collateral?
I appreciate the both of your DD. and the kindness in sharing these hypothesis. I do feel Az& Ron are getting the igniters correctly labeled. I think they have now have had some success in naming the subsequent events that have started to fuel this trains forward movement.
Again I am thankful for the both of you as you have provided some incredibly valuable information for us to do our own research and for that thank you! Glad you both are keeping it respectful to the greater degree. Thank you!
Az and Hotmeat regards,
B
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